ASSET ALLOCATION

Editorial

Many clients are currently seeking safer asset classes to protect their wealth from further market downturns. Tamara Radice examines ways in which bond portfolios can del...

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Financial planning

Financial planners have already started to focus on costs as a result of the proposed Future of Financial Advice reforms package, which could significantly boost the appe...

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Editorial

The global financial crisis has resulted in a change in the way multi-manager funds operate. Benjamin Levy explains why many funds are struggling to adapt to the new real...

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People & Products

Research house Zenith has broadened its offering with the creation of a new division....

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Financial planning

Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...

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Funds management

The preference for international equities over Australian equities continues, according to panellists discussing asset allocation at the 2011 Morningstar Investment Confe...

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Superannuation

The Hon. David Bradbury, Parliamentary Secretary to the Treasurer, is just one in the line-up of high quality speakers who will be presenting at the inaugural Money Manag...

People & Products

Russell Investments' global consulting division is continuing to strengthen its presence in Asia-Pacific, with the announcement of two key appointments in Australia and A...

Funds management

A proliferation of exchange-traded fund (ETF) products may be leading some advisers to take over full responsibility for asset allocation within client portfolios, prompt...

Financial planning

Advisers who want to add value to their clients need to look beyond market returns to give their clients an overall quality experience, according to Vanguard’s Glob...

Editorial

Dominic McCormick looks at investment portfolios for retirees and considers the best ways to minimise stress....

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Editorial

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

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Superannuation

Patrick Jackson explains why trustees should look before they leap when considering a self-managed superannuation fund....

Financial planning

A shift to fee-for-service will see a move from active to passive investments as advisers look to justify their new fee structure, according to Fidelity Investment Manage...

Superannuation

Fund managers should start shifting their approach to considering what investors need rather than carving up the market when developing products, according to Legg Mason ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 7 hours ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 11 hours ago